Customer Service Account Specialist

Catalis Regulatory & Compliance, LLC • Jacksonville, FL

1d • Onsite

About The Position

Catalis is seeking a Customer Service Account Specialist to support its 529 college savings plans. The role works directly with current and prospective account owners, providing guidance, answering questions, and helping families with their education savings needs. The specialist serves as a frontline representative, delivering a professional, high-quality service experience.

This is an in-office position with a Monday through Friday schedule from 9:00 a.m. to 6:00 p.m. The position requires understanding and explaining 529 program benefits in accordance with applicable rules and regulations.

Requirements

• High school diploma or GED.
• At least 1 year of experience in customer service, a call center, or financial services.
• Excellent verbal and written communication skills.
• Strong attention to detail and accuracy when processing data and documents and providing information.
• Analytical skills.
• Customer service orientation.
• Proficiency with Excel and Word.
• Professional attitude.

Nice To Haves

• Associate’s or Bachelor’s degree.
• Familiarity with 529 savings plans or other investment or financial products.

Responsibilities

• Answer inbound account maintenance and enrollment calls from account owners.
• Process account maintenance documents and emails.
• Educate account owners about 529 plans and promote the plans to support growth.
• Place outbound enrollment calls to assist account owners with questions or completing enrollment.
• Research and respond to financial inquiries from account owners, managers, and client success team members.
• Provide input on process improvements and new projects to improve quality and processing efficiency.
• Provide professional, high-quality service to current and future account owners.
• Understand and explain 529 program benefits based on applicable rules and regulations.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED